UTI Pension Fund LtdStarted on 21 May 2009
5Y returns8.79% p.a.
On maturity₹ 35.20 L
Risk vs categoryAverage
High Returns
High Returns₹8,213
Viewing
UTI Pension Fund Ltd
Individual | Tier 1
Maturity Amount
₹35.20LPension/month
₹8.21KInvested/Year
₹50,000Age
39YAggressive
Moderate
Conservative
Custom
Asset Allocation
Equity
50%
Corporate debts
30%
Govt. bonds
20%
Edit your mix
Invested/Year
₹50,000Age
39YAsset Allocation
Fund Summary
Total Investment
₹10.50L
Interest earned
₹24.70L
5Y Returns
8.79% p.a.
Expense ratio
0.05
Return
High
Risk
Average
Compare fund returns
* Returns shown are after tax deductions
This fund₹1.82L+9.72%
PPF₹1.72L+7.10%
Nifty 50₹1.89L+12.00%
Withdrawal
On maturity (maturity amount <= ₹5L)
On maturity (maturity amount > ₹5L)
Premature exit (pre-matured amount <= ₹2.5L)
Premature exit (pre-matured amount > ₹2.5L)
Partial withdrawal
On death
Fund Info
Launched on
21 May 2009
17 years
Partial withdrawal
After 3Y
Maturity
60Y
AUM
₹12,306.15 Cr
Disclaimer: Investment in the National Pension System (NPS) is subject to market risks. All available information is based on analysis carried out by Value Research. Any further changes in Government policies and tax benefits may affect future returns.
Taxes & exemptions
Individual exemptions
Up to ₹2L/Y
Under section 80C
₹1.50L
Under section 80CCD(1B)
₹50,000
Corporate exemptions
Up to ₹7.50L/Y
Tax on Capital gains
₹0
Tax on Lumpsum/partial withdrawal
₹0
Tax on pension
as per slab
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| Fund Name | 5Y Returns | Expense Ratio | ROI vs Category | Risk vs Category | Pension/Month |
|---|---|---|---|---|---|
UTI Pension Fund LtdStarted on 21 May 2009 | 8.79% | 0.05 | High | Average | ₹8,213 Viewing |
HDFC Pension Management Company LtdStarted on 01 Aug 2013 | 8.61% | 0.07 | High | Average | |
ICICI Prudential Pension Funds Management Co LtdStarted on 18 May 2009 | 8.99% | 0.08 | High | Average | |
Aditya Birla Sun Life Pension Management LtdStarted on 09 May 2017 | 8.66% | 1.07 | High | Average | |
LIC Pension Fund LtdStarted on 23 Jul 2013 | 8.54% | 1.12 | Average | Average | |
Kotak Mahindra Pension Fund LtdStarted on 15 May 2009 | 8.80% | 0.58 | Average | Average | |
SBI Pension Funds Pvt LtdStarted on 15 May 2009 | 8.21% | 0.28 | Average | Average | |
DSP BlackRock Pension Fund Managers Pvt LtdStarted on 26 Dec 2023 | 0.00% | Low | Average | ||
Tata Pension Management Private LtdStarted on 19 Aug 2022 | 0.00% | 0.11 | Low | Average | |
AXIS Pension Fund Management LtdStarted on 21 Oct 2022 | 0.00% | 0.11 | Low | Average | |
DSP Pension Fund Managers LtdStarted on 26 Dec 2023 | 0.00% | 0.11 | Low | Average |